Did pp support calculate profit/loss without fees/taxes?

[liuhaoXD]

I noticed that the profit/loss (P/L) calculation in PP’s account page is based on the formula:
(Shares × Current Price) − (Shares × Purchase Price − Fees − Taxes)

Here are the problems I met:

1. Since my trading frequency is very low, I always simplify calculations by ignoring fees/taxes.
2. My stock app calculates P/L as Shares × (Current Price − Purchase Price)(fees/taxes excluded), leading to mismatches with my PP history.

[Jo92]

If I am not mistaken, Trade calculation should be without taxes.

For the account view, it has to be with taxes, otherwise the amounts won’t fit.

One additional tip:

@liuhaoXD

My stock app calculates P/L as Shares × (Current Price − Purchase Price)(fees/taxes excluded), leading to mismatches with my PP history.

It makes no sense trying to get the same values in PP as in your broker. Then just use your broker

[liuhaoXD]

Thanks for you reply, I figured out an solution: when creating a transaction, mark the tax and fee fields as 0

[Veterini]

Hello, in Report/Calculation, the unrealized and realized capital gain are without.
You can find them also in the Performance/Securities view, the columns Capital Gains